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Simple Custom App - Any firms offering this service? - Looking to have some work done.
Our firm has a client where paint sub-contractors paint apartment units. The general contractor gets the bill from the subs and forwards that to us, we take the information and key it into QBO and our client’s vendor portal for invoice payment.I would like a little app that receives the information from the painters and spits out an import file for QBO and an import file for the vendor portal.Has anyone done something like this? Do you have this capability in-house or have you worked with a contractor to get something like this up and running?
Best practice for work items
Best practice for work items: I would like to understand the best way practises setup tasks for clients to manage clients and internal staff. i.e. Bookkeeping (do you create the tasks split or in one job) i.e. Bank reconciliation, DEXT, VAT, CIS etc or run these as all separate jobs which will clog the jobs board up very quickly however dates won’t get missed. How is the task tracked again time and budget if these are separate jobs but one costing to do the worki.e. Payroll (collate and run payroll and then file EPS) but with different deadline dates to process payroll and the file EPS. I would welcome and thoughts and support. Many thanks, Jeremy
Note visibility and confidentiality
I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec
Marketing Firm for Accounting Firms
Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.
Is My Week Practical with High Volume Work?
As my firm tries to transition from using the Todo to using My Week we’ve run into a pitfall: members with the most tasks/work items due are struggling to find a practical way to keep up with their work in the My Week format. It seems as though we’d have to go and change all of our Work Items to unique Work Types in order to somewhat minimize the clutter, but other than that we are at a loss.What is some advice on a seamless transition to My Week?
Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.
Recruiting, assessing, and training remote staff -- who does it well?
We are basically 100% virtual, but I have struggled to figure out how to assess for the qualities we desire in staff during the interview process. It’s historically been easier to shape shape staff when they are in-person as they rub shoulders with other staff living out our culture.I think we have a pretty good interview guide (when followed, lol) that digs into people’s behaviors, but I would love to use some kind of assessment to figure out if someone is a team player, has empathy, etc.I’m curious if anyone has really nailed down part of all of the “Hire great remote staff” process and is willing to share.EDIT:Link to a draft interview guide: Office Staff
How to Create a Task and Add it to My Week
Its not unusual for me to have some micro task I need to look into this week, but it isn’t directly associated with a piece of work or an email that I can then have in My Week.I have created a To Do item assigned to myself with a for tomorrow, due end of week, but there’s no option to add it to My Week from that spot. I have to go to my To Dos, look for it, and THEn assign it to My Week.Anyone have a workaround that isn’t quite so labor intensive? Am I missing functionality somewhere?
Client task but only with email
I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa
Handling of internal team work
The team is required to maintain their continuing education, for example QBO certifications. I feel like there needs to be a piece of work for each team member for their certification, but who is the client for that piece of work. If I create an internal client that the team has access to and can create work under, then all team members will have access to the emails/work for each other and their certifications. I’m not sure how I feel about that. There may also be other work that needs to be tracked that would go under that internal client.Does anyone have any ideas or can share how they are handling this?
Email window size
I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.
Taking care of an organization
Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created? We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings. Any tips? Thanks!!!!!Best RegardsJessica Layson
Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?
Reducing template sections to one role
HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson
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